When your firm undergoes changes and you need to update the assignments for multiple tasks, automators, or budgets, you can easily do this with the Bulk Reassign Work Items feature in Karbon. This guide will walk you through the steps to reassign work across several work items simultaneously.
Steps to Reassign Work Items
Access the Work List View:
Navigate to the Work section in Karbon.
Use the list view to see all your work items.
Filter Your Work Items:
Apply filters to narrow down the work items you want to update. You can filter by assignee, client, work type, or any other relevant criteria.
Select Work Items:
Once you've filtered the list, select the work items that need reassignment. You can select multiple items at once.
Initiate the Reassignment:
Click on the Reassign button that appears after selecting the work items.
Choose a New Assignee:
From the dropdown menu, select the team member to whom you want to reassign the work.
Reassign Tasks, Automators, and Budgets:
Confirm that tasks, automators, and any other applicable fields are reassigned to the new colleague.
Save Your Changes:
Once you’ve made all the necessary updates, click to confirm the reassignment. The selected work items will now reflect the new assignee.
Best Practice Tip: Use this feature when multiple team members are leaving, changing roles, or when redistributing workloads.